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Showing Q2 2024 data
Levy Wealth Management Group, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Levy Wealth Management Group, LLC
•CIK: 1843138•Filing: Q2 2024
**Levy Wealth Management Group, LLC** manages $391M across a diversified portfolio of 101 positions. The strategy shows a significant allocation to broad market exposure, anchored by VTI ($75.6M) and VIG ($47.8M). Notable concentrated positions include BSV ($44.7M) and QQQM ($37.8M), suggesting a focus on core growth and established indices. The top ten holdings represent a tactical tilt across market segments, including technology leaders like AAPL ($9.8M).
Total AUM
$390.6M
QoQ Performance
+9.6%
Positions
62
Top 10 Concentration
74.0%
Latest Filing
Q2 2024
Top Holdings Allocation
VTI
VIG
BSV
QQQM
JQUA
VTI19.4%
VIG12.2%
BSV11.5%
QQQM9.7%
JQUA8.6%
SPAB4.0%
SPYG2.9%
AAPL2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.8%
Technology4.9%
Healthcare2.0%
Consumer1.2%
Financial0.9%
ETF0.7%
Industrial0.3%
Utilities0.1%
🚪 Exited Positionssold since Q1 2024
+2 more exited positions
Changes from Q1 2024
NEW4 new positions
↑44 increased
↓38 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023